GS 高盛：每日中国报告 04.30

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GS 高盛：每日中国报告 04.30

China Daily Insights

04.30 16页

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2007-4-30 18:21:00 上传

GS 高盛：每日中国报告 04.30
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Today’s focus
China Stance-at-a-Glance: May 2007: Brace for further tightening?
China Views: The PBOC Raised Reserve Requirement Ratio by Another 50 bp
China Merchants Bank (H) (3968.HK): Strong 1Q07 as expected; fees a bright spot; NII a key upside risk
Yanzhou Coal Mining (H) (1171.HK): Strong 1Q07 results reinforce key share price drivers
Baidu.com, Inc. (BIDU): Solid quarter and guidance should drive stock; Raising estimates
Sinopec Shanghai Petrochemical (H) (0338.HK): 1Q2007 strong results as expected; expect weaker 2Q; Neutral
Sohu.com (SOHU): 1Q07 results preview
Kweichow Moutai (600519.SS): 1Q07 earnings up 24% yoy, continuing margin expansion
SMIC (ADR) (SMI): Falling DRAM wafer price spoils 2Q revenue growth
China: Telecom Services: MII/NDRC formalize discounted incoming & domestic roaming cuts
Yili Industrial (600887.SS): Earnings growth in line; up 17.5% in FY06 and up 20% in 1Q07
China Shipping Development (H) (1138.HK) Buy: Rerating to continue: Adding to Conviction Buy, HK$20 target price
Bright Dairy (600597.SS): 1Q07 earnings up 11% yoy, mainly boosted by investment income
Zhejiang Glass (0739.HK): 2006 loss within expectation, forward-looking catalysts delivering
Shanghai Pudong Development Bank (600000.SS): In-line 1Q07 results; strong NII growth, but fees seasonally weak

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关键词：Development expectation China Daily Requirement Investment 中国 高盛